+60.4%
HCA vs VTR
+132.9%
-72.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | +5.4% | -0.3% | +5.7% | +5.5% |
| 30D | +3.0% | +1.1% | +1.9% | +2.6% |
| 3M | +13.0% | +7.9% | +5.1% | +9.8% |
| 6M | -20.3% | +6.2% | -26.4% | -22.3% |
| YTD | -8.2% | +17.7% | -26.0% | -13.5% |
| 1Y | +6.7% | +32.9% | -26.2% | -3.5% |
| 3Y | +60.4% | +129.7% | -69.3% | +27.0% |
| All | +60.4% | +132.9% | -72.5% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling